1. Email Address Replacement

Parsey generates a unique and serialized email address for you so our server can intercept the email notifications that need parsing. The fist step in your setup process is to login to the location (lead provider, 3rd party shopping cart, etc.) that is sending you email notifications, and replace the current email address that’s being notified with the serialized email address we provide you. For now, we’ll forward the emails we receive for your personal record. Once the setup process is complete, you may opt to not have them forwarded - taking back your inbox, one email at a time.

At this point, you can return to doing whatever it is you do when you’re not configuring software (despite how fund this is). We’ll wait for the new address to receive a few emails to learn how they’re formatted. Once it has, you’ll receive an email from Parsey indicating that it’s time to set up your parser fields.


2. Parser Field Setup

No you get to specify what information you want Parsey to pull out of your emails. On the screen you’ll find a copy of an email that you’ve received. As an example, if you wanted to capture the first name, you would create a parser field and label it ‘First Name’. You then highlight the first name in the email. Parsey displays multiple emails from your inbox to ensure your newly configured parser field is extracting the information you want. Click to confirm.

Now Parsey will capture the first name from the location you’ve specified from this point forward. Once you’ve set up all of your parser fields, it’s time to create Actions and Events.


3. Actions and Events

An Action is counted every time Parsey takes incoming data and moves it to another web service or web application (i.e. Update Infusionsoft). An Event is counted every time something is performed with in an Action (i.e. Create/Update a Contact, Create an Order, Create a Task, Send an Email, Send a Webhook, etc.).

You are able to create what we call ‘Filters’ at both the parser field level as well as at the event level. Essentially, if an email doesn’t meet certain criteria, it won’t be parsed. If it is parsed, you can create unique criteria for each individual event (i.e. A create order event might have the filter “when subject line contains Order Summary”).

1. Send Your Webhooks to Parsey

Parsey generates a unique address for each webhook you’d like to send to Parsey. The fist step in your setup process is to login to the software platform that is sending the webhook and add your new Parsey address.

If you have the ability send an immediate test from the platform, great. Send a webhook. If not, you can return to doing whatever it is you do when you’re not configuring software. We’ll wait for the new address to receive a few emails to learn how they’re formatted. Once it has, you’ll receive an email from Parsey indicating that it’s time to set up your parser fields.


2. Parser Field Setup

Now you get to specify what information you want Parsey to pull out of your webhooks. On the screen you’ll be able to view all of the key/value combinations we’ve seen. From this screen you determine what keys you want to capture. As an example, if you wanted to capture the Contact Id, you would create a parser field and label it ‘Contact Id’. Then select the Contact Id from the webhook.

Now Parsey will capture the Contact Id from the location you’ve specified from this point forward. Once you’ve set up all of your parser fields, it’s time to create Actions and Events.


3. Actions and Events

An Action is counted every time Parsey takes incoming data and moves it to another web service or web application (i.e. Update Infusionsoft). An Event is counted every time something is performed with in an Action (i.e. Create/Update a Contact, Create an Order, Create a Task, Send an Email, Send a Webhook, etc.).

You are able to create what we call ‘Filters’ at both the parser field level as well as at the event level. Essentially, if a webhook doesn’t meet certain criteria, it won’t be parsed. If it is parsed, you can create unique criteria for each individual event (i.e. A ‘create task’ event might have the filter [when ‘timeframe’ is equal to ‘Immediate’]).